Setting Up Your First AI Agent
Setup guide
5 articles
- Creating a new AI AgentThe end-to-end flow for creating a new AI Agent, from Messaging settings to the Knowledge tab.
- Choosing a starting templateThe four AI Agent templates, what each includes, and how to choose the right one.
- Naming your AI Agent and setting toneHow to name your AI Agent and pick its tone (Neutral, Casual, or Formal).
- Setting assignment rules and channel filtersWhat assignment rules do and how to create one to control which conversations the AI Agent handles.
- Activating an AI AgentWhat to check before activating an AI Agent, and what to watch after it goes live.